How Honeybook Scaled my Company!!!
Hey friends! Today I want to share with you how I was able to book more clients and spend more time with the ones I love! Before using this tool, I was writing the same emails over, spending too much time on admin duties, and was not confident in my workflows. I was stressed out about hitting my financial goals and creating endless spreadsheets to stay organized. The whole reason why I started my own company was to be at home more with my family and that was not happening. I knew I needed to make a change in my company and that is when I started to research different Client Relationship Management Systems (CRM’s). I know there a ton of CRM’s floating around the internet, but the one that has been a complete game changer is Honeybook!!!
Honeybook saved my life! There are so many tools that I use within Honeybook and it makes my life so much easier. I can go to sleep at night knowing that my business is complete with the vast applications and integrations that Honeybook offers. Today, I want to share my top 3 tools that Honeybook offers!! Let’s jump in!
Tool #1: Contact Form
G A M E C H A N G E R!!!!! Okay, so within Honeybook, you can create a custom contact form and it will sync (using code) to your website! Any changes you make on the contact form in Honeybook will be automatically updated on your website! Once, someone inquires via your contact page, it automatically adds the prospective client to your pipeline in Honeybook (The area where all of your inquires + clients are stored). There’s also a section where you can input where the lead came from so you can track them!!! How cool is that!! Below is a screenshot of how I use the contact form!!
Tool #2: Workflows
This is the second game changer for me! So you can have as many workflows as you’d like. My favorite way to use the workflow section is to create a default email to be sent to each client after they inquire via my contact page on my website. The sooner you respond to a lead, the more likely they are to book, which makes this workflow the most important to me!! Now, I know what you’re going to say...each email should be personalized with a name...and guess what my template is set up to add each potential client’s name on the email!!!!! Whhaaaat!? I know, crazy cool! I was literally doing the exact same thing manually until I discovered there was a more efficient way. I also have set up workflows for my onboarding which is a 5 series email that is sent out each day for 5 days and a post client email series and so many more!!! Love love love the workflows tool!!! Below is a screenshot of how I use workflows in Honeybook!
Tool # 3: Online Contract and Payment Options
This feature is also huge for my company! No more paper contracts and scan and email or lost checks in the mail!!! Everything is online and secured!!! My clients feel comfortable using the site, which makes it so much better! Once I am ready to send out a contract, I can have it ready in 10 minutes!! Also, it gives my clients an option to set up auto-pay, which is HUGE and about 50% of my clients utilize that feature!!! I love it because they trust the system and it allows me to get paid without having to bother them. Even if my client’s did not utilize the auto-pay feature, Honeybook send gentle reminders to my clients when a payment is due. It’s like having your very own personal assistant!!! Love it!!!
Omg, there’s so much to share about Honeybook, but I hope this gives you a little insight about the CRM!! Also...I wanted to share a special offer with you!!!
DOUBLE BONUS: If you use my link and purchase Honeybook, I will help you setup your account (2 hours max)
Stay tuned for more about why I love honeybook!!
Psst..If you just scrolled to the bottom, no worries! I shared 3 of my favorite tools in Honeybook which are the contact form, workflows, and online contracts and payments!! Also, use this code to receive 50% off your first year with HB!
As always, I would like to leave you with a quote:
"Never stop learning because life never stops teaching" - Author Unknown
XOXO, Chante Gulley, Owner + Lead Planner of Forever Taeken Wedding & Events
Note: We are not sponsored to write this post. However we are a part of Honeybook’s affiliate and education program and do receive a small commission when you sign up for the service. All of the views expressed in this article are solely ours and reflect how we truly feel about this product.